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ericjswan
Level 1

My chart of accounts is disorganized and has duplicate expense catagories from early in the learning curve. how can I edit/organize my expense catagories?

In particular, I'd like to move catagories that are of interest to my tax accountant, to the top, and change the names of a few catagories. Thank You.
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Best answer May 09, 2021

Best Answers
ShiellaGraceA
QuickBooks Team

My chart of accounts is disorganized and has duplicate expense catagories from early in the learning curve. how can I edit/organize my expense catagories?

Thanks for visiting us today, @ericjswan.

 

I'll be happy to share the steps on how you can organize your chart of accounts. Since QBO automatically sets up your chart of accounts, you can edit or add additional accounts. Let me walk you through how.

 

To edit existing accounts:

 

  1. Go to Accounting.
  2. Select Chart of Accounts.
  3. Locate the account you want to change the name with.
  4. Tick the drop-down arrow beside the View register link, and then Edit.
  5. From the Account window, update the information.
  6. Click Save and Close. For a new account, just click New.

Below are the screenshots of how it looks like.

 

 

 

 

 

 

 

Want more details? Check out these guides below.

 

 

If you need help with other banking tasks, browse this link to go to our general banking topics with articles.

 

Feel free to swing by anytime if you have other questions or concerns with the chart of accounts. I'm more than happy to assist you. Take care and have a lovely day ahead.

View solution in original post

1 Comment 1
ShiellaGraceA
QuickBooks Team

My chart of accounts is disorganized and has duplicate expense catagories from early in the learning curve. how can I edit/organize my expense catagories?

Thanks for visiting us today, @ericjswan.

 

I'll be happy to share the steps on how you can organize your chart of accounts. Since QBO automatically sets up your chart of accounts, you can edit or add additional accounts. Let me walk you through how.

 

To edit existing accounts:

 

  1. Go to Accounting.
  2. Select Chart of Accounts.
  3. Locate the account you want to change the name with.
  4. Tick the drop-down arrow beside the View register link, and then Edit.
  5. From the Account window, update the information.
  6. Click Save and Close. For a new account, just click New.

Below are the screenshots of how it looks like.

 

 

 

 

 

 

 

Want more details? Check out these guides below.

 

 

If you need help with other banking tasks, browse this link to go to our general banking topics with articles.

 

Feel free to swing by anytime if you have other questions or concerns with the chart of accounts. I'm more than happy to assist you. Take care and have a lovely day ahead.

View solution in original post

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